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Asset Planning Inc’s Marathon Petroleum MPC Stock Holding History

Asset Planning Inc’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.1K Hold
200
– – 0.03% 156
2026
Q1 		$48.8K Hold
200
– – 0.03% 151
2025
Q4 		$32.5K Hold
200
– – 0.02% 179
2025
Q3 		$38.5K Hold
200
– – 0.03% 169
2025
Q2 		$33.2K Hold
200
– – 0.03% 178
2025
Q1 		$29.1K Hold
200
– – 0.02% 186
2024
Q4 		$27.9K Buy
+200
New +$30.5K 0.02% 191

Other funds holding MPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Asset Planning Inc's MPC Position: Q2 2026 in Review

Asset Planning Inc held its Marathon Petroleum (MPC) position steady in Q2 2026 at 200 shares worth $51.1K. The position accounts for 0.03% of the portfolio, ranked #156.

Asset Planning Inc first reported a position in MPC in Q4 2024 and has held it in 7 quarters since. 1,952 funds tracked by Wall St. Rank hold MPC as of Q2 2026.

  • Asset Planning Inc held 200 shares of Marathon Petroleum worth $51.1K as of Q2 2026.
  • Asset Planning Inc left its Marathon Petroleum share count unchanged in Q2 2026.
  • Marathon Petroleum made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #156 holding.
  • Asset Planning Inc first reported a position in Marathon Petroleum in Q4 2024 and has held it in 7 quarters since.
  • 1,952 funds tracked by Wall St. Rank held Marathon Petroleum as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.